Purchases and Sales Made in Q4 2024 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10+ 0.23% |
$5.22K - $5.59K
|
4.3K
$2.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.66% |
$5.22K - $5.59K
|
1.53K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$5.22K - $5.59K
|
2.39K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
10+ 0.45% |
$5.22K - $5.59K
|
2.22K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 1.68% |
$5.22K - $5.59K
|
605
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
10+ 0.61% |
$5.22K - $5.59K
|
1.64K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10+ 0.6% |
$5.22K - $5.59K
|
1.67K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 0.57% |
$5.22K - $5.59K
|
1.76K
$851K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 1.88% |
$5.22K - $5.59K
|
542
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.47% |
$5.22K - $5.59K
|
2.14K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
10+ 0.58% |
$5.22K - $5.59K
|
1.73K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.59% |
$5.22K - $5.59K
|
1.72K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 1.64% |
$5.22K - $5.59K
|
620
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
10+ 0.82% |
$5.22K - $5.59K
|
1.24K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
10+ 2.59% |
$5.22K - $5.59K
|
396
$192K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.54% |
$4.7K - $5.03K
|
1.68K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 1.52% |
$4.7K - $5.03K
|
603
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.49% |
$4.7K - $5.03K
|
1.83K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 1.19% |
$4.7K - $5.03K
|
766
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.21% |
$4.7K - $5.03K
|
4.35K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9+ 0.08% |
$4.7K - $5.03K
|
10.8K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.16% |
$4.7K - $5.03K
|
788
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.31% |
$4.7K - $5.03K
|
2.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
9+ 1.14% |
$4.7K - $5.03K
|
798
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 1.54% |
$4.17K - $4.47K
|
529
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8+ 1.83% |
$4.17K - $4.47K
|
445
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8+ 0.28% |
$4.17K - $4.47K
|
2.83K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.21% |
$4.17K - $4.47K
|
3.78K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.43% |
$4.17K - $4.47K
|
1.85K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$4.17K - $4.47K
|
15K
$7.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.56% |
$4.17K - $4.47K
|
1.45K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.14% |
$4.17K - $4.47K
|
5.56K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
8+ 0.33% |
$4.17K - $4.47K
|
2.42K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.6% |
$4.17K - $4.47K
|
1.33K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7+ 1.16% |
$3.65K - $3.91K
|
610
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.27% |
$3.65K - $3.91K
|
2.59K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.41% |
$3.65K - $3.91K
|
1.72K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7New |
$3.65K - $3.91K
|
7
$3.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7+ 1.28% |
$3.65K - $3.91K
|
552
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
7+ 0.07% |
$3.65K - $3.91K
|
9.82K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.48% |
$3.65K - $3.91K
|
1.47K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.53% |
$3.65K - $3.91K
|
1.33K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7+ 0.06% |
$3.65K - $3.91K
|
12.3K
$5.96M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 8.24% |
$3.65K - $3.91K
|
92
$44.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.64% |
$3.13K - $3.35K
|
233
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$3.13K - $3.35K
|
2.73K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 1.05% |
$3.13K - $3.35K
|
579
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
9.71K
$4.7M
|